See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,854 | $87,013+19.4% | $106,213-2.2% | $80,856+28.4% |
| Participation rate | 34.8% | 70.4%-35.7pp | 75.3%-40.5pp | 67.6%-32.9pp |
| Annual return | 8.92% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,592 | $2,395+133.5% | $3,171+76.3% | $2,755+103.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,662 | $8,431+2.7% | $11,033-21.5% | $6,918+25.2% |